Skip CVS and Consider This Healthcare Stock Instead
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 28 2025
0mins
Source: Fool
CVS Health Performance: CVS Health has seen a significant stock increase of about 79% in 2025, outperforming both the Health Care Select Sector SPDR Fund and the S&P 500 index.
Centene's Market Position: Centene, a major provider of ACA health plans, has experienced a drop in stock price but is rebounding following positive earnings reports and potential extensions of ACA subsidies.
Impact of ACA Subsidies: The future of Centene's stock is closely tied to the fate of ACA subsidies, which are set to expire in January unless extended, with potential bipartisan support for a two-year extension.
Financial Recovery: After a significant decline in stock value due to lowered earnings guidance, Centene's recent performance has shown improvement, with management raising its earnings forecast for the year.
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Analyst Views on CVS
Wall Street analysts forecast CVS stock price to rise
17 Analyst Rating
16 Buy
1 Hold
0 Sell
Strong Buy
Current: 77.930
Low
91.00
Averages
96.71
High
105.00
Current: 77.930
Low
91.00
Averages
96.71
High
105.00
About CVS
CVS Health Corporation is a health solutions company. The Company's segments include Health Care Benefits, Health Services, Pharmacy & Consumer Wellness and Corporate/Other. Health Care Benefits segment offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, PDPs and Medicaid health care management services. Health Services segment provides a full range of pharmacy benefit management (PBM) solutions through its CVS Caremark operations and delivers health care services in its medical clinics, virtually, and in the home. Pharmacy & Consumer Wellness segment dispenses prescriptions in its CVS Pharmacy retail locations and through its infusion operations, provides ancillary pharmacy services including pharmacy patient care programs, diagnostic testing and vaccination administration, and sells a wide assortment of health and wellness products and general merchandise.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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